Sam Schwenk is a manager at KSM and a member of the firm’s Transaction Advisory Services Group. By performing both buy-side and sell-side financial due diligence services, Sam helps clients better understand historical business operations and procedures, identify potential transaction risk areas, and navigate the merger and acquisition process. He has worked directly with private equity firms, strategic buyers and sellers, and family-owned businesses.
Prior to joining the firm, Sam worked in financial planning and analysis at a publicly traded healthcare IT company, where he helped establish the annual budget, maintained financial forecasts, and analyzed fluctuations between budgeted and actual results.
Sam graduated with Bachelor of Science degrees in finance and in corporate innovation and entrepreneurship from Indiana University’s Kelley School of Business.
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